...beware EV/battery politics.
The geopolitics of silicon anodes are little-discussed but huge: The US levies a 25% tariff on all Chinese batteries and components—except graphite, on which China has an almost total grip. Si anode makers are seeking to replace graphite. The Electric.
https://x.com/stevelevine/status/1782418792456556890
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...beware EV/battery politics. The geopolitics of silicon anodes...
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